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Consultation and
Needs Analysis
Read what
Rocky Hill Life
wrote about us.
Or what
Mature Life
wrote in their March, 2009 edition.
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Services
Some of the many services provided include:
- Organizing and paying bills
- Assisting with insurance claims and Medicare
- Helping with organization of records for tax filing
- Coordinating home health care
- Arranging transportation for health services, such as physical therapy
and doctors' appointments
- Assisting with bank and brokerage account status changes, notifying social security and coordinating with Executor or Probate Court when one experiences the loss of a spouse
- Coordinating changes needed to make a home handicap-accessible
- Assisting with downsizing of a home, from selection of real estate broker
to help with choosing the next residence (whether it is a smaller home,
condo, apartment, assisted living or nursing home.)
- Coordinating the sale of furniture and household items to assist in setting up for the next living environment.
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